Senior Trust Officer- Trust & Estate

Senior Trust Officer – Elsmere, DE | Competitive salary plus bonus |

Schedule:

Hybrid

About the Opportunity

We’re partnering with a boutique fiduciary firm that supports high-net-worth clients and families through complex trust administration and estate settlement matters. This is a high-trust, client-facing seat for a seasoned trust professional who can run accounts end-to-end, interpret trust documents with precision, and confidently navigate settlement workflows, audits, and fiduciary operations.

They’re hiring a Senior Trust Officer to own a portfolio and serve as a steady point of contact for beneficiaries, attorneys, and internal partners. If you’re a meticulous, responsive trust officer, this is built for you.

• Administer a portfolio of trust accounts end-to-end, including account opening, ongoing maintenance, and account closing
• Lead estate and trust settlement processes, coordinating timelines, documentation, and stakeholder communication
• Conduct annual account reviews, process fees, and manage distributions in alignment with trust terms and fiduciary standards
• Interpret trust documents and apply provisions accurately to real-world account activity and beneficiary needs
• Monitor trust operations and compliance, ensuring adherence to fiduciary principles and internal policies
• Support audits, reconciliations, and regulatory inquiries with clear documentation and strong controls
• Partner with attorneys, CPAs, and internal teams on probate workflows, settlement requirements, and estate-related considerations
• Utilize trust accounting/administration systems to maintain clean records, reporting, and account integrity

• 7+ years of trust administration experience
• CTFA designation preferred
• Strong experience with estate and trust settlement processes
• Working knowledge of fiduciary principles and trust operations
• Proven experience administering trust accounts end-to-end (opening, maintenance, closing)
• Experience with annual account reviews, fee processing, and distributions
• Ability to interpret trust documents and apply them accurately
• Experience handling audits, reconciliations, and regulatory inquiries
• Familiarity with probate processes and estate workflows
• Working knowledge of estate-related tax considerations
• Proficiency in trust accounting and administration systems
• Bachelor’s degree or equivalent experience

• A senior seat with real portfolio ownership and client trust
• A stable, specialized environment where technical excellence is respected
• The chance to be the go-to fiduciary partner on complex trust and settlement matters

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